Good Morning: This is a daily review of the stocks in your portfolio, updated on Saturday, July 5, 2025 at 7:11 AM (UTC). The data is lagged by ~1 day.
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0855564 | -0.1248548 | 9144.436 | 1 |
| Buy_Hold | -0.0850471 | -0.1241278 | 9152.666 | 1 |
##### AAPL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0279145 | 0.0419080 | 10279.14 | 2 |
| Buy_Hold | 0.1858910 | 0.2894662 | 11785.09 | 1 |
##### AMZN Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.3870003 | 0.6287476 | 13870.00 | 4 |
| Buy_Hold | 0.4328754 | 0.7097247 | 14066.45 | 1 |
##### BA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1523053 | 0.2353922 | 11523.05 | 3 |
| Buy_Hold | 0.0877614 | 0.1336427 | 10976.47 | 1 |
##### BABA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.3894378 | 0.6330177 | 13894.38 | 4 |
| Buy_Hold | 0.2265706 | 0.3559749 | 12428.38 | 1 |
##### BYDDY Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2058388 | 0.3219420 | 12058.39 | 5 |
| Buy_Hold | 0.1078163 | 0.1649491 | 11015.97 | 1 |
##### COST Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## [1] NA
## [1] NA
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.00 | 0.0000 | 10000.00 | 0 |
| Buy_Hold | 3.13 | 223.8067 | 42358.97 | 1 |
##### CRWV Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1543478 | 0.238659 | 11543.48 | 2 |
| Buy_Hold | 0.0000000 | 0.000000 | 10100.18 | 1 |
##### EL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0991943 | 0.1514554 | 10991.94 | 1 |
| Buy_Hold | 0.1900781 | 0.2962609 | 11748.14 | 1 |
##### ELF Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2834225 | 0.4507501 | 12834.23 | 2 |
| Buy_Hold | 0.0461538 | 0.0695950 | 10851.06 | 1 |
##### GELYF Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0000000 | 0.0000000 | 10000.00 | 0 |
| Buy_Hold | 0.2124107 | 0.3326994 | 12139.44 | 1 |
##### GLD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.0526121 | -0.0774285 | 9473.879 | 1 |
| Buy_Hold | 0.0768354 | 0.1167054 | 10638.815 | 1 |
##### GOOGL Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1152636 | 0.176646 | 11152.64 | 2 |
| Buy_Hold | 0.3126386 | 0.500269 | 13252.74 | 1 |
##### JPM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0474003 | 0.0714960 | 10474.00 | 2 |
| Buy_Hold | 0.1693664 | 0.2627657 | 11556.32 | 1 |
##### MSFT Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.8103621 | 1.423038 | 18103.62 | 4 |
| Buy_Hold | 1.1157895 | 2.057172 | 25125.00 | 1 |
##### NBIS Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0413862 | 0.0623347 | 10413.86 | 2 |
| Buy_Hold | 1.1750057 | 2.1856304 | 21399.64 | 1 |
##### NET Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2586885 | 0.4092581 | 12586.88 | 4 |
| Buy_Hold | 0.1339311 | 0.2061338 | 11142.66 | 1 |
##### NVDA Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1544670 | 0.2388497 | 11544.670 | 4 |
| Buy_Hold | -0.0589003 | -0.0865444 | 9331.823 | 1 |
##### O Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0580855 | 0.0878362 | 10580.85 | 4 |
| Buy_Hold | 0.1227694 | 0.1884735 | 11158.77 | 1 |
##### QQQ Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0579287 | 0.0875958 | 10579.29 | 4 |
| Buy_Hold | 0.1226521 | 0.1882883 | 11158.66 | 1 |
##### QQQM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0076323 | 0.011402 | 10076.323 | 3 |
| Buy_Hold | -0.0342514 | -0.050641 | 9698.581 | 1 |
##### SCHD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | -0.4072557 | -0.5415235 | 5927.443 | 1 |
| Buy_Hold | -0.2984764 | -0.4105732 | 7059.233 | 1 |
##### TCMD Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.2001023 | 0.3125754 | 12001.02 | 1 |
| Buy_Hold | 0.2060818 | 0.3223392 | 11783.60 | 1 |
##### TSM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1386253 | 0.2135867 | 11386.25 | 3 |
| Buy_Hold | 0.2627467 | 0.4160386 | 12723.73 | 1 |
##### V Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.1025150 | 0.1566463 | 11025.15 | 4 |
| Buy_Hold | 0.0521998 | 0.0788255 | 10522.00 | 1 |
##### VDADX Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0799924 | 0.1215908 | 10799.924 | 4 |
| Buy_Hold | -0.0176820 | -0.0262513 | 9968.192 | 1 |
##### VDE Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0944332 | 0.1440264 | 10944.33 | 4 |
| Buy_Hold | 0.0773524 | 0.1175050 | 10741.13 | 1 |
##### VOO Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0564442 | 0.0853209 | 10564.44 | 4 |
| Buy_Hold | 0.1242878 | 0.1908709 | 11176.35 | 1 |
##### VUG Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
| Total_Return | Annualized_Return | Final_Capital | Number_of_Trades | |
|---|---|---|---|---|
| Strategy | 0.0707987 | 0.1073835 | 10707.99 | 4 |
| Buy_Hold | 0.0503480 | 0.0759955 | 10556.55 | 1 |
##### VYM Static 2mo
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))
## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))